InvestNext

This video will walk you through getting started in the InvestNext portal.

Getting Started Training Video

Welcome to InvestNext! Our team has compiled this checklist covering each component of the platform.

Getting Started: Navigating the InvestNext Platform

ADMIN USERS: How to change your username/email, manage your email notifications, and more

Admin Profile Settings

The following steps will describe how to add a credit/debit card to your account for billing purposes.

How to Add/Update a Billing Method to Your Account

Integrate your email with InvestNext to send and track emails from within InvestNext.

Integrate Your Email With InvestNext

Set-up a custom email domain for all transactional emails sent from your InvestNext portal.

Set up the Email Domain for your InvestNext Portal

Learn the basics to help you get up and running with the InvestNext platform

Getting Started

In this article we are going to cover some of the basic concepts of recording transactions in InvestNext

Transactions: a brief overview

In this article we outline some of the basic concepts within a project in InvestNext

Project: A Brief Overview

Basics

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Company Website

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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